Secure Your Future
We provide strategic financial planning to grow wealth tax-efficiently, manage risk, and protect your family’s assets.
Our Services
Planning
Planning
Planning
Set Goals and Implement Strategies
- Retirement Planning
- Estate Planning
- Education Funding
- Tax Planning
Investment
Planning
Planning
Grow Wealth with Tax Efficiency
- Alternative Investments
- Asset Allocations
- Tax advantaged accounts
Insurance
Planning
Insurance
Manage Risk & Protect Family Assets
- Life insurance
- Annuity
- Long Term Care
- Disability Income
Our Team
Lin Pan CFA - Founder
Founder of the client-centric financial service firm -Touchstone Financial LLC
Graduated from Peking University and University of Notre Dame
Having 25+ years of financial service experience
Previously an actuary and executive for a major insurer- Head of Product Pricing
Passionate about helping clients achieve financial goals
Specialize in Retirement Planning, Tax-Advantaged Saving Strategies, Asset Protections & Alternative Investments
Jack Bourret - Client Service Associate
Graduated from New York University with Economics Major
Having 5+ years client service experience
Responsible for providing marketing and administrative support to advisors